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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CT
576
Chicago Trust
Illinois
$793K +$209K +1,965 +35%
BMC
577
Beaton Management Company
Massachusetts
$790K – – –
AA
578
ALPS Advisors
Colorado
$790K +$449K +4,221 +126%
CSIC
579
Clifford Swan Investment Counsel
California
$787K +$106 +1 +0%
Kovitz Investment Group Partners
580
Kovitz Investment Group Partners
Illinois
$782K +$26.6K +250 +3%
QI
581
Qtron Investments
Massachusetts
$777K -$543K -5,099 -41%
VWM
582
Venturi Wealth Management
Texas
$772K -$30.2K -284 -4%
WCA
583
Waratah Capital Advisors
Ontario, Canada
$767K -$11.1M -104,647 -93%
IHL
584
Investment House LLC
California
$761K – – –
VAS
585
Vestmark Advisory Solutions
Massachusetts
$757K -$679K -6,383 -47%
NSIM
586
North Star Investment Management
Illinois
$756K -$63.8K -600 -8%
SFI
587
SPC Financial Inc
Maryland
$755K – – –
SFA
588
Sequoia Financial Advisors
Ohio
$753K +$85K +799 +12%
CFO
589
Callan Family Office
Pennsylvania
$751K +$403K +3,792 +111%
ECA
590
Elevated Capital Advisors
Utah
$741K – – –
IAN
591
Integrated Advisors Network
Texas
$740K -$3.51K -33 -0.5%
MSA
592
MUFG Securities Americas
New York
$737K +$154K +1,450 +26%
V
593
VeraBank
Texas
$735K +$750K +7,051 New
SCA
594
Snowden Capital Advisors
New York
$734K -$291K -2,739 -28%
SC
595
Steph & Co
Wisconsin
$732K – – –
TCOT
596
Trust Company of Toledo
Ohio
$731K – – –
MWM
597
Modern Wealth Management
Kansas
$730K +$24.7K +232 +3%
EB
598
Eastern Bank
Massachusetts
$726K -$16.9K -159 -2%
EH
599
Equitable Holdings
New York
$717K +$52.6K +494 +8%
FFA
600
Farther Finance Advisors
California
$715K -$113K -1,064 -13%